Edit a person's record

Active Status

At the top, a dropdown with three choices: Active, Inactive and Delete.

This is where a person is removed from your community, so it is worth knowing before you go looking for a delete button on the list, where there isn't one. Inactive keeps the record and the history; Delete does not.

Basic details

• Member Id, Kannect's own, and Member Since, both for reference.
• First name, Last name.
• Org Member ID, your own numbering if you use one.
• Phone Number, with a country code.
• Email address.
• Person Status, the label from your own list, ending with + Add a new status.
• Add a field, which attaches any saved field to this record: Address, Gender, Date of birth, Marital status, Preferred contact method, Emergency contact name, Emergency contact number, and every custom field you have created. + Create a new custom field makes a new one.

Group, Program, And Memberships

• Group Name, a dropdown of every group, program and membership plan you run.
• Start Date.
• Renewal Date. Kannect's note under it: "Auto-calculated from the plan, override for a member you're bringing over."

That override is the answer to the awkward case of somebody whose membership year started before they were in Kannect. Put their real renewal date in and their reminders line up with reality rather than with the day you did the import.

Also Add To Another Group adds a second row, so one person can be on several groups or plans at once.

Application Form

The answers they gave on the application form they filled in, editable. Useful when somebody emails you to say they typed something wrong, or when you took the answers over the phone.